Institutional Ownership Pricesmart Inc (PSMT)
This table provides information about the institutional ownership of Pricesmart Inc (PSMT). We have compiled data on the 334 institutions that hold shares in the stock, with a total of 26.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
136
shares
|
$15,871
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
129
shares
|
$15,054
0.0% of portfolio
|
Q3 2025
Added 32.99%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
123
shares
|
$14,354
0.0% of portfolio
|
Q3 2025
Reduced 82.89%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
109
shares
|
$12,720
0.0% of portfolio
|
Q4 2023
Reduced 3.54%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
86
shares
|
$10,036
0.0% of portfolio
|
Q3 2025
Added 75.51%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
80
shares
|
$9,336
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
80
shares
|
$9,336
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$8,752
0.0% of portfolio
|
Q1 2020
Reduced 6.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
75
shares
|
$8,752
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
75
shares
|
$8,752
0.01% of portfolio
|
Q2 2025
Added 41.51%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
73
shares
|
$8,519
0.0% of portfolio
|
Q3 2025
Reduced 50.68%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
66
shares
|
$7,702
0.0% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
62
shares
|
$7,235
0.0% of portfolio
|
Q3 2025
Added 44.19%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
62
shares
|
$7,235
0.0% of portfolio
|
Q2 2025
Reduced 64.57%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
58
shares
|
$6,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
47
shares
|
$5,484
0.0% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
46
shares
|
$5,368
0.0% of portfolio
|
Q3 2025
Added 283.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
40
shares
|
$4,668
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
37
shares
|
$4,317
0.0% of portfolio
|
Q3 2025
Added 54.17%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
36
shares
|
$4,201
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
35
shares
|
$4,084
0.0% of portfolio
|
Q4 2024
Reduced 99.79%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
32
shares
|
$3,734
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29
shares
|
$3,384
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
26
shares
|
$3,034
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,917
0.0% of portfolio
|
Q3 2023
New holding
|
|